Re: Ledgers with payments separated by personal / insurance payments?

there is no direct way to do it just to make sure i understand it correctly you want to print personal payments for a certain patient separated from insurance payments in this case you can

add a unique user code to that patient ( from patient information screen user codes put number 5 for example ) Run trans for a period ( reports , accounting Trans for a period ) Set date range , set patients with user codes ( add 5 there or whatever character you used as a unique user code ) in codes select personal payments codes \ personal payment ranges (1 thru 1.99 , 3 thru 3.99 , 11 thru 0 , 12 ... ) these codes could be different depends on your setup this will give a list of personal payments for patient\s that has user code 5 in their user codes which is only that patient repeat same report but using insurance payments code \ insurance payment ranges (2 thru 2.99 , ......... ) once done you can remove the user code from patient information hope you find that helpful

Re: Ledgers with payments separated by personal / insurance payments?

Thank you for your reply! That may work, but I was really looking for a report that totaled both insurance and personal payments for the patient so they don't have to manually do it themselves. (See attached.) I get a ton of requests for ledger totals this time of year for tax purposes.

Re: Ledgers with payments separated by personal / insurance payments?

Heyif you dont need the detailed breakdown for each patient you can choose show total only (format 3 ) when running trans for a period though that trans for a period will show total at the end either ways